Job Details
EVP, Corporate Trust
2025-08-09 Bank OZK Little Rock,AR
Description:
Essential Job Functions
Assists the Managing Director with implementation of the strategic vision for the Corporate Trust team. Responsible for the day-to-day management and administration of assigned corporate/municipal trust accounts, municipal bond issues, and other types of fiduciary accounts. Builds and maintains strong relationships with clients and fellow employees to maximize business development potential. Supports the Managing Director for growth initiatives, researching new business and expansion opportunities and managing the assigned book of business. Serves as backup to the Managing Director for daily processing, ensuring deadlines are met and that funds are paid to bondholders in a timely and accurate manner when necessary or upon request. Serves as backup to the Managing Director for the quarterly dividend payment process to ensure shareholders are paid timely and accurately. Audits and reviews stock and bond transfer processes and procedures for SEC, FDIC, internal, and state-level compliance and brings all identified concerns to the Managing Director for remediation. Prepares and presents internal reports including, but not limited to, administrative reviews. Compiles reports for State Board of Finance annually. Responsible for FAST Cab inventory semi-annually and vault inventory quarterly Assumes primary responsibility for a variety of routine administration tasks, such as: regulatory filings, payment letters, Depositary Share statements, and Client Point Letters. Assumes leadership and primary responsibility for the Corporate Trust team and team functions in the absence of the Managing Director, to include staffing, training, compliance, operations, and process oversight. All other duties as assigned.
Knowledge, Skills & Abilities
Comprehensive knowledge of bond issues and regulations. Advanced Knowledge of fiduciary accounting, documents, and reporting requirements. Strong ability to maintain confidentiality, utilize discretion, and demonstrate sound judgment in decision-making. Ability to work without close supervision. Ability to demonstrate effective leadership and strategic management skills to train, supervise and develop staff. Ability to demonstrate flexibility and manage multiple tasks with exacting deadlines in a continually changing and fast-paced environment. Ability to communicate effectively both verbally and in writing. Ability to demonstrate effective organization, critical thinking, analytical and problem-solving skills. Ability to demonstrate attention to detail and maintain quality and accuracy in transactions/circumstances requiring special attention. Ability to work effectively in a team environment. Ability to work extended hours to accomplish work goals. Ability and willingness to travel on company business. Ability to demonstrate effective customer service, sales, business development, and presentation skills. Ability to read and interpret legal documents related to bond issues. Skill in using computer and Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
Basic Qualifications
Bachelor's degree in business, finance, or accounting or commensurate work experience, required; MBA or other relevant advanced degree preferred. 8+ years' work experience in corporate trust roles with increasing responsibilities, required. 4+ years' experience leading, managing or supervising, required.
Job Expectations
EEO Statement
Bachelor's degree in business, finance, or accounting or commensurate work experience, required; MBA or other relevant advanced degree preferred. 8+ years' work experience in corporate trust roles with increasing responsibilities, required. 4+ years' experience leading, managing or supervising, required. Comprehensive knowledge of bond issues and regulations. Advanced Knowledge of fiduciary accounting, documents, and reporting requirements. Strong ability to maintain confidentiality, utilize discretion, and demonstrate sound judgment in decision-making. Ability to work without close supervision. Ability to demonstrate effective leadership and strategic management skills to train, supervise and develop staff. Ability to demonstrate flexibility and manage multiple tasks with exacting deadlines in a continually changing and fast-paced environment. Ability to communicate effectively both verbally and in writing. Ability to demonstrate effective organization, critical thinking, analytical and problem-solving skills. Ability to demonstrate attention to detail and maintain quality and accuracy in transactions/circumstances requiring special attention. Ability to work effectively in a team environment. Ability to work extended hours to accomplish work goals. Ability and willingness to travel on company business. Ability to demonstrate effective customer service, sales, business development, and presentation skills. Ability to read and interpret legal documents related to bond issues. Skill in using computer and Microsoft Office, including Outlook, Word, Excel, and PowerPoint. #J-18808-Ljbffr
Job Purpose & Scope
Supports the Managing Director in administration and oversight of Corporate Trust duties. Provides high-quality fiduciary and administrative services to clients and may provide leadership to Corporate Trust team members. Researches and addresses compliance concerns in conjunction with the Managing Director.
Essential Job Functions
Knowledge, Skills & Abilities
Basic Qualifications
Job Expectations
Job Expectations: O perate customary equipment and technology used in a business environment, with or without accommodation.
Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.
#DNP
EEO Statement
Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.